See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $428,022 | $138,044+210.1% | $125,339+241.5% | $134,475+218.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.29% | 750.33%-763.6pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $17,966 | $5,243+242.7% | $4,814+273.2% | $4,740+279.1% |
| Participant deferral / active EE | $12,049 | $7,799+54.5% | $7,446+61.8% | $6,400+88.3% |
| Admin fee / account holder | $271,966 | $11,571+2250.4% | $10,010+2617.1% | $11,426+2280.3% |